identify
answers one question: who is this person. It never answers what they can pay with. Which business
they reached is a separate identity, see Merchant Identity.
Recognize a caller
Pass the caller’s number in the body ascaller_phone, in E.164:
Response (recognized caller)
known says whether Ringup has seen this person before. consumer carries the record when it
has, and is null when it has not.
Use first_name to greet the caller and skip questions you already have answers to. email
serves the merchant’s receipts and follow-ups; the agent never reads it aloud.
An unknown caller is not an error
A first-time caller comes back as200 with known: false and consumer: null. Most callers
start this way; it is not a failure. Branch on known, greet a stranger as a stranger, and take
the order the same way. The caller becomes recognized the first time they pay through a
texted link.
Response (first-time caller)
Why cards do not come back here
Whether a saved card can be charged depends on which processor the merchant runs, andidentify
has no merchant: it takes a phone number and nothing else. Any card list here would be right for
some merchants and wrong for others, and the wrong ones surface only at the charge, after the
caller has already agreed to a card.
So cards come from create_checkout, which knows the merchant and
returns exactly the cards chargeable there. identify is the surface that grows with the
person: name and email today, preferences and consent history later.
Recognize at the start of the call
The caller’s phone number arrives the instant the call connects, before the caller has said a word, so callidentify at the start of the call, not at the payment moment. A returning
caller’s name is then on your screen from the first line: greet them by name, and never ask “what
name should I put this under?” Calling early also hides the lookup in the greeting, where a pause
is less noticeable than at the payment moment.
Some integrations wire recognition for you, with no tool call in your agent. On the others, invoke
identify yourself at the greeting.
Why the number comes from the call, not the model
Fillcaller_phone from the platform’s caller-ID variable, the value the telephony layer resolved
when the call connected. A number the model composes can be mistyped, misheard, or prompt-injected
by a hostile caller, and the number is the whole identity: whoever owns it is offered that person’s
saved cards.
Next steps
Merchant Identity
The other half of every call: which business the caller reached.
Checkout Session
The object every payment turns on, and where the caller’s chargeable cards come from.